2023 Form 5500 filing — Cox & Company, Inc. 401(K) Savings Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240829090401NAL0006336771001) for Cox & Company, Inc. 401(K) Savings Plan, reported by Cox & Company, Inc. under EIN 13-5618975 and plan number 003. It reports 303 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240829090401NAL0006336771001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cox & Company, Inc.
- EIN
- 13-5618975
- Plan number
- 003
- Location
- Plainview, NY
- Participants
- 303
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,136,845
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,136,845
- Employer contributions
- $549,098
- Participant contributions
- $1,700,513
- Total income / additions
- $6,938,379
- Benefits paid
- $1,214,541
- Administrative expenses
- $53,608
- Total expenses
- $1,268,149
- Net increase / (decrease)
- $5,670,230
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners, LLC | RETAINED BY EMPLOYER | $40,962 | not reported in the loaded dataset |
| John Hancock Retirement Plan Servic | RETAINED BY EMPLOYER | $12,646 | $0 |